Opal Wealth Advisors’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Opal Wealth Advisors’s Portfolio HTAB Stock Details HTAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$356K	Buy	18,555 +633	+4%	+$12.1K	0.08%	143
2026 Q1	$341K	Buy	17,922 +350	+2%	+$6.73K	0.08%	134
2025 Q4	$337K	Sell	17,572 -30	-0.2%	-$578	0.09%	146
2025 Q3	$337K	Buy	17,602 +856	+5%	+$16K	0.09%	130
2025 Q2	$313K	Sell	16,746 -21,073	-56%	-$395K	0.09%	129
2025 Q1	$725K	Buy	37,819 +640	+2%	+$12.4K	0.22%	53
2024 Q4	$720K	Buy	37,179 +17,822	+92%	+$350K	0.22%	63
2024 Q3	$383K	Buy	19,357 +19,008	+5,446%	+$374K	0.12%	98
2024 Q2	$6.74K	Buy	+349	New	+$6.74K	﹤0.01%	738

Other funds holding HTAB

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Opal Wealth Advisors's HTAB Position: Q2 2026 in Review

Opal Wealth Advisors increased its Hartford Schroders Tax-Aware Bond ETF (HTAB) stake by 3.5% in Q2 2026, buying an estimated $12.1K and bringing the position to 18,555 shares worth $356K. The position accounts for 0.08% of the portfolio, ranked #143.

Opal Wealth Advisors first reported a position in HTAB in Q2 2024 and has held it in 9 quarters since. The position peaked at $725K in Q1 2025. 20 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Opal Wealth Advisors held 18,555 shares of Hartford Schroders Tax-Aware Bond ETF worth $356K as of Q2 2026.
Opal Wealth Advisors bought 633 Hartford Schroders Tax-Aware Bond ETF shares in Q2 2026, an estimated $12.1K.
Hartford Schroders Tax-Aware Bond ETF made up 0.08% of Opal Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Opal Wealth Advisors first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q2 2024 and has held it in 9 quarters since.
Opal Wealth Advisors's Hartford Schroders Tax-Aware Bond ETF position peaked at $725K in Q1 2025.
20 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.